Estee Lauder (NYSE: EL ) is a longtime global leader in the beauty and cosmetics industry, holding one of the largest shares of the premium cosmetics market since its inception in 1946. The company operates a portfolio of 22 I am an individual value investor pursuing a bachelor's degree in Finance at Florida State University with the goal of attaining my CFA. I have a distinct passion for equity research and fundamental analysis. Regarding my approach, I have been highly influenced by Tom Hayes, Founder, Ch ...

Estee Lauder (NYSE: EL ) owns some of the most prestigious personal care brands in the world. Despite its leading position, the business has faced challenges as of late, due to declining demand in Asia and market share losses in the West.Long-Term Focussed In-Depth Fundamental Analysis. - Former Associate at a $10 billion hedge fund, with 15 years of professional experience in equity markets. - Holds a First-Class Honours degree in Financial Economics from the University of London and is a CFA Level III can ...

Can this struggling stock turn things around?If a stock hits a 10-year low, there's little doubt that buying it involves taking on some considerable risk. For that kind of a sell-off to take place, investors are rushing for the exits and likely have some serious reservations about the company's future and perhaps whether it will be able to survive.Estée Lauder Companies (EL 0.19%) recently plunged to levels it hasn't been at in more than a decade. As of Monday's close, the stock was down a mammoth 56% this ...

The sell-off in Estée Lauder stock has gone from bad to worse.Estée Lauder (EL -2.86%) reached a 10-year low after reporting atrocious first-quarter fiscal 2025 results. The stock is now down 56% year to date, and down a staggering 82.8% from its all-time high achieved less than three years ago.Here's why this former blue chip dividend stock has fallen off the deep end, and whether its turnaround could pay off for patient investors. From boom to bustEstée Lauder operates under four categories -- skin care, ...

公司在国际市场的发展情况 - 公司曾押注快速增长的国际市场但形势恶化美容行业曾看似稳定公司通过拓展国际市场发展到几年前超千亿美元市值[1] 中国市场对公司的影响 - 中国市场的变化使公司股票从历史高点暴跌82%中国有超10亿人口和庞大的美容文化2021年亚太地区营收近55亿美元但2021年中国房地产泡沫破裂消费者财富缩水约18万亿美元中国消费多年疲软影响公司运营2025财年第一季度亚太地区营收同比下降11%2024财年下降6%2023财年下降4%且看不到复苏迹象中国人口已开始下降[2][3][4][5] 公司股票与利润情况 - 仅过去12个月公司股票下跌超40%而标普500同期上涨公司过去12个月营收降至154亿美元接近疫情前水平但股价远低于2019和2020年初公司运营利润率降至10%低于历史的15% - 20%拖低运营收入接近10年低点[6][7] 公司股票的投资分析 - 分析公司股票未来需考虑盈利潜力成本压力影响利润率亚太市场遇困境难以预测何时结束公司并非只在中国销售产品上季度超70%销售额来自美洲欧洲和中东地区这些地区有望提供稳定性公司市值230亿美元约为16亿美元运营收入的14倍公司面临的盈利和中国需求疲软挑战已反映在股价中长期投资者若相信公司品牌持久力现在可能是买入时机[8][9][10]

文章核心观点 - 特朗普政府可能实施的关税政策可能会对Estee Lauder(EL)股票造成不利影响 [1][4] - Estee Lauder公司在中国市场表现疲弱,加上可能的贸易战,导致其股价下跌 [1][2][3] - Estee Lauder公司正在实施复苏和增长计划,但在中国市场的挑战仍然存在 [5][6] 公司经营情况总结 - Estee Lauder公司在近几个季度表现不佳,主要受中国市场疲软影响 [3] - 公司第一财季有机销售下降5% [5] - 公司削减了股息,并撤回了2025财年的指引,反映了中国市场的挑战 [5] - 如果没有中国市场的复苏,公司很难恢复增长,新的关税政策会使情况更加困难 [6] 行业环境分析 - 特朗普政府可能实施的关税政策可能会增加Estee Lauder等跨国公司的成本 [1][4] - 中国可能会采取报复性措施,进一步加剧Estee Lauder在两大核心市场的经营压力 [4] - 在特朗普政府下,投资者更青睐金融和能源等周期性行业,而远离消费类股票 [3]

Did you analyze how Estee Lauder (EL) fared in its international operations for the quarter ending September 2024? Given the widespread global presence of this beauty products company, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.In the current era of a tightly interconnected global economy, the proficiency of a company to penetrate international markets significantly influences its financial health and trajectory of gr ...

KUALA LUMPUR, MALAYSIA - 2024/10/03: A couple walks by Estee Lauder store in Kuala Lumpur. (Photo by ... [+] Faris Hadziq/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesEstée Lauder stock (NYSE: EL) has had a tough year so far, with its stock declining over 50%, while the broader S&P500 index has risen 20%. The company has been struggling with falling sales and profits lately. For perspective, its adjusted 2024 earnings of $2.59 per share were down 25% y-o-y, and down 64% f ...

These four poorly performing tickers are hinting at broader, bigger-picture problems that investors will want to altogether avoid.Generally speaking, when you buy a stock doesn't really matter if it's a good company and you are investing with a long-term mindset. But that doesn't mean it doesn't help your overall returns to buy a stock when it's trading at a discount. Doing so helps you get more bang for your investment buck.However, not all discounted stocks are necessarily worth buying. There's always mor ...

The skincare, makeup, and fragrance company posted weak quarterly earnings.Shares of Estée Lauder (EL -3.39%) were falling again this week, according to data from S&P Global Market Intelligence. The beauty company focused on makeup and skincare is down 23% after reporting weak earnings for the first quarter of fiscal year 2025. It is seeing demand pressure for many of its products, especially in China, and decided to slash its quarterly dividend payment.Here's why Estée Lauder stock is down big this week.We ...